Nathan Lambert on Nvidia buying HuggingFace: soft power worth ~$10B a year
Nathan Lambert argues HuggingFace's ability to shape AI discourse is worth roughly $10B a year to Nvidia. He says Nvidia is a better buyer than the big three cloud providers, and HuggingFace should stop acting like a profit center and go after the next 100 million AI developers. Lambert previously worked at HuggingFace and predicted this acquisition last year. The post is an RSS snippet; it doesn't spell out deal terms or a timeline.
Why it matters: Nathan Lambert prices HuggingFace's influence at ~$10B/year and names Nvidia as the best buyer — an insider take with real information. But it's a personal tweet, not a confirmed deal, so the score stays below 85.